SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 219 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $473,000 | -2.7% | 13,726 | -10.0% | 0.34% | -15.6% |
| Q3 2019 | $486,000 | -0.4% | 15,246 | -1.1% | 0.40% | -1.7% |
| Q2 2019 | $488,000 | +2.5% | 15,413 | -2.0% | 0.41% | -11.2% |
| Q1 2019 | $476,000 | +41.2% | 15,724 | +26.7% | 0.46% | +31.1% |
| Q4 2018 | $337,000 | -7.2% | 12,415 | +0.7% | 0.35% | +4.7% |
| Q3 2018 | $363,000 | – | 12,329 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ford Financial Group, LLC | 873,647 | $27,921,000 | 17.81% |
| INSPIRION WEALTH ADVISORS, LLC | 896,667 | $28,657,000 | 12.55% |
| NICOLET ADVISORY SERVICES, LLC | 2,026,994 | $64,783,000 | 9.83% |
| Measured Wealth Private Client Group, LLC | 446,239 | $14,262,000 | 9.22% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 1,463,709 | $46,780,000 | 8.58% |
| AlphaStar Capital Management, LLC | 1,111,737 | $35,531,000 | 8.47% |
| Focused Wealth Management, Inc | 934,871 | $29,878,000 | 8.26% |
| Lutz Financial Services LLC | 1,264,644 | $40,418,000 | 7.75% |
| Horizon Investments, LLC | 5,971,265 | $190,842,000 | 7.73% |
| Advisory Alpha, LLC | 804,478 | $25,131,897,000 | 7.44% |